Raul M. Calvoz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Raul Manuel Rodriguez Calvoz, who also goes by Raul Manuel Rodriguez Caloz, was a registered financial professional .
Raul is a previously registered financial professional and started their career in finance in 2014. Raul had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 2, 2017 - February 3, 2022
ARAGON VALUE PARTNERS, LLC
June 27, 2014 - November 28, 2016
PRIVATE GROUP WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
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Current Firm
ARAGON VALUE PARTNERS, LLC
CRD#: 286307 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 600,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
